J. J. Mann Email & Phone Number

My calling is to first help others prosper, then to make that prosperity matter. Whether by creating financial confidence for my clients, or by mentoring the next generation of wealth advisors, my mission is the same: leading others down a path towards a brighter future for themselves, their families, and our community.This calling becomes manifest by building advisors and empowering clients. The relationship between an Advisor and the client is sacrosanct. That is why building successful, independent practices is a cornerstone of this firm. We provide our independent Advisors with the tools, training, mentorship, resources, and collaborative culture so essentially necessary for their success. Coupled with an industry-leading compensation package, we are redefining the role of holistic wealth advisors.By engineering unique financial solutions, I empower my clients to challenge the current dogma, and to create a rich, vibrant financial life for themselves and others. My process begins with a conversation then combines the latest technology and expertise to produce a distinct planning experience focused on the client’s needs. Whether those needs are retirement planning, investing, insurance, charitable giving, group benefits, business planning, or estate planning, the results are customized solutions that meet the client’s needs now and in the future.

Listed skills include Retirement Planning, Disability Insurance, Financial Services, Life Insurance, and 17 others.

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  Managing Director

  Rise North Capital

  Aug 2023 - Present - Greater Boston